BEN vs ULS

Comparison between Franklin Resources Inc (BEN, Company) and UL Solutions Inc - Class A (ULS, Company).

BEN is from the Financial Services sector, while ULS is from the Industrials sector.

BEN vs ULS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BEN(COMPANY)	ULS(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	74.00%	24.34%
Sharpe Ratio	1.26	0.63
5Y Beta	1.05	0.65
Industry	Asset Management	Specialty Business Services
P/E Ratio	23.73	49.54
Forward P/E	11.20	36.76
PEG Ratio	0.29	3.29
Dividend Yield	3.88%	0.62%
5Y Dividends CAGR	-1.04%	N/A
5Y EPS CAGR	-8.38%	N/A
Debt to Equity	18.59%	27.07%
Free Cash Flow Yield	5.36%	2.59%
P/S Ratio	1.93	5.60
P/B Ratio	1.46	14.82

Market Cap

Winner

BEN

$17B

ULS

$17B

Max Drawdown

BEN

74.00%

Winner

ULS

24.34%

Sharpe Ratio

Winner

BEN

1.26

ULS

0.63

5Y Beta

BEN

1.05

Winner

ULS

0.65

Industry

BEN

Asset Management

ULS

Specialty Business Services

P/E Ratio

Winner

BEN

23.73

ULS

49.54

Forward P/E

Winner

BEN

11.20

ULS

36.76

PEG Ratio

Winner

BEN

0.29

ULS

3.29

Dividend Yield

Winner

BEN

3.88%

ULS

0.62%

5Y Dividends CAGR

BEN

-1.04%

ULS

N/A

5Y EPS CAGR

BEN

-8.38%

ULS

N/A

Debt to Equity

Winner

BEN

18.59%

ULS

27.07%

Free Cash Flow Yield

Winner

BEN

5.36%

ULS

2.59%

P/S Ratio

Winner

BEN

1.93

ULS

5.60

P/B Ratio

Winner

BEN

1.46

ULS

14.82

BEN vs ULS - Historical Returns

Returns include dividend reinvestment.

Period	BEN	ULS
1 month	+8.63%	-10.38%
3 months	+35.80%	+3.65%
6 months	+33.67%	+3.76%
1 year	+40.24%	+22.92%
5 years(CAGR)	+5.92%	N/A
10 years(CAGR)	+4.94%	N/A
Max(CAGR)	+7.08%	+51.68%

Winner

BEN

+8.63%

ULS

-10.38%

Winner

BEN

+35.80%

ULS

+3.65%

Winner

BEN

+33.67%

ULS

+3.76%

Winner

BEN

+40.24%

ULS

+22.92%

5Y(CAGR)

BEN

+5.92%

ULS

N/A

10Y(CAGR)

BEN

+4.94%

ULS

N/A

Max(CAGR)

BEN

+7.08%

Winner

ULS

+51.68%

BEN vs ULS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BEN	ULS
2026	+44.12%	+8.20%
2025	+25.62%	+60.07%
2024	-26.74%	+43.89%
2023	+13.72%	N/A
2022	-17.27%	N/A
2021	+42.64%	N/A
2020	+2.85%	N/A
2019	-9.88%	N/A
2018	-23.15%	N/A
2017	+9.20%	N/A
2016	+11.67%	N/A
2015	-32.65%	N/A
2014	-0.61%	N/A
2013	+34.34%	N/A
2012	+31.10%	N/A
2011	-12.47%	N/A
2010	+3.87%	N/A
2009	+64.51%	N/A
2008	-43.34%	N/A
2007	+1.46%	N/A
2006	+15.47%	N/A
2005	+39.98%	N/A
2004	+34.28%	N/A
2003	+48.70%	N/A
2002	-2.38%	N/A
2001	-5.29%	N/A
2000	+21.06%	N/A
1999	-6.22%	N/A

BEN vs ULS Drawdown Comparison

The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.

The maximum drawdown for ULS was -24.34%, occurring on Feb 12, 2026. Recovery took 95 trading sessions.

The current BEN drawdown is -3.08%. The current ULS drawdown is -16.68%.

Rank	BEN	ULS
#1	-72.80% Jul 17, 2007 - Jul 7, 2011	-24.34% Nov 28, 2025 - Apr 17, 2026
#2	-67.78% Dec 8, 2014 - Mar 23, 2020	-17.57% May 6, 2026 - Jul 8, 2026
#3	-40.33% Feb 1, 2001 - Oct 13, 2003	-14.40% Jul 30, 2025 - Oct 6, 2025
#4	-34.57% Jan 25, 2000 - Sep 1, 2000	-13.49% Aug 29, 2024 - Nov 25, 2024
#5	-33.99% Jul 7, 2011 - Oct 17, 2012	-12.01% Feb 13, 2025 - Apr 1, 2025
#6	-23.91% Oct 2, 2000 - Jan 29, 2001	-10.93% Nov 25, 2024 - Feb 5, 2025
#7	-21.44% Feb 27, 2006 - Sep 12, 2006	-8.90% May 23, 2024 - Jun 28, 2024
#8	-20.86% Jan 26, 2004 - Oct 28, 2004	-8.25% Apr 1, 2025 - Apr 24, 2025
#9	-20.23% May 17, 2013 - Dec 18, 2013	-5.35% Apr 20, 2026 - May 5, 2026
#10	-14.20% Jan 17, 2014 - Dec 5, 2014	-4.39% Jun 24, 2025 - Jul 7, 2025
#11	-12.03% Nov 1, 1999 - Jan 20, 2000	-4.21% Jul 7, 2025 - Jul 30, 2025
#12	-11.40% Feb 15, 2007 - Apr 10, 2007	-4.06% Apr 15, 2024 - Apr 30, 2024
#13	-11.07% Nov 12, 2003 - Dec 11, 2003	-3.96% Oct 28, 2025 - Nov 4, 2025
#14	-9.34% Mar 7, 2005 - May 18, 2005	-3.93% Aug 1, 2024 - Aug 13, 2024
#15	-8.85% Oct 31, 2006 - Dec 14, 2006	-3.93% Oct 8, 2025 - Oct 14, 2025

Correlation

Correlation between BEN and ULS is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (1999 - 2026)

BEN vs ULS dividend yield comparison.

Year	BEN	ULS
2026	1.97%	0.33%
2025	5.40%	0.66%
2024	7.69%	0.75%
2023	3.02%	0.00%
2022	4.44%	0.00%
2021	3.37%	0.00%
2020	4.36%	0.00%
2019	4.04%	0.00%
2018	13.32%	0.00%
2017	1.92%	0.00%
2016	1.87%	0.00%
2015	1.71%	0.00%
2014	1.82%	0.00%
2013	0.72%	0.00%
2012	3.26%	0.00%
2011	3.14%	0.00%
2010	0.82%	0.00%
2009	3.65%	0.00%
2008	1.27%	0.00%
2007	0.57%	0.00%
2006	0.46%	0.00%
2005	2.57%	0.00%
2004	0.51%	0.00%
2003	0.60%	0.00%
2002	0.84%	0.00%
2001	0.75%	0.00%
2000	0.64%	0.00%
1999	0.19%	0.00%